IBM 401(k) Plus Plan

Performance

(as of 6/30/2018) Help
Since: QTD6/30/2018 1 Year2/16/2018 Inception9/29/2010
Portfolio -9.07% -10.80% 153.05%
Target-Date 2050 -2.06% -3.31% 110.26%
Difference -7.01% -7.49% +42.79%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 6/30/2018)
The recommended portfolio allocation shown above corresponds to the most recent rebalancing.
You can view the history of this portfolio's allocations.

Diversification

(as of 6/30/2018) Help
Portfolio
97%
STOCK
  • SECTOR
  • U.S. Equities - Growth
  • U.S. Equities - Core
  • U.S. Equities - Value
  • International Equities
  • Alternative Assets
  • Bonds - U.S. Govt.
  • Bonds - Credit & Intl.
Biases (vs. similar risk target date fund)

Risk profile

(as of 6/30/2018) Help

Fund's Risk

12%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)